+154.1%
EXP vs VOO
+315.9%
-161.8%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.8% | +1.0% |
| 7D | -1.6% | +0.1% | -1.7% | -1.7% |
| 30D | -10.9% | +0.1% | -11.0% | -11.0% |
| 3M | -10.5% | +2.0% | -12.5% | -12.9% |
| 6M | -7.8% | +13.0% | -20.8% | -21.2% |
| YTD | -5.7% | +13.6% | -19.2% | -19.9% |
| 1Y | -16.0% | +20.1% | -36.1% | -33.7% |
| 3Y | +1.2% | +77.6% | -76.3% | -51.5% |
| 5Y | +29.6% | +82.4% | -52.8% | -39.7% |
| All | +154.1% | +315.9% | -161.8% | -62.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling